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News & EVENTS

We are always up to something around here.

EVENTS
The 2nd Annual Empowered Wealth Symposium – Chicago

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses. But, what if this goal is impossible to meet?  What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we seek to analyze are ones that every estate planner should pose to his clients:  Would you prefer to pass as much wealth as possible to your descendants?  Or, would you rather give your heirs the greatest chance of truly being happy, well adjusted, self-fulfilled and successful?

Tuesday, May 15, 2018
7:00 Am – 5:00 PM

Sheraton Chicago O’Hare
6501 Mannheim Road, Rosemont, IL 60018
To register, please click on the link below:
https://empoweredwealth.com/symposium2018/

PPGGNY: Have We Got It All Wrong? Rethinking the Fabric of Estate Planning

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses. But, what if this goal is impossible to meet?  What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we seek to analyze are ones that every estate planner should pose to his clients:  Would you prefer to pass as much wealth as possible to your descendants?  Or, would you rather give your heirs the greatest chance of truly being happy, well adjusted, self-fulfilled and successful?

Monday, May 7, 2018

Convene
117 W 46th Street
New York, NY

5th Annual Private Wealth & Taxation Institute June 6-7, 2018

Save the Date! The 5th Annual Private Wealth & Taxation Institute will be held in June this year!

Wednesday, June 6, 2018
Thursday, June 7, 2018

Maurice A. Deane School of Law,
Hofstra University
121 Hofstra University
Hempstead, NY 11549
516-463-7075

Meltzer Lippe Forum Welcomes Senator Robert Menendez – 2/4/18 1PM

Senator Menendez is on the Banking, Housing and Urban Affairs, Finance and Foreign Relations committees. Senator Bob Menendez’s story is a quintessential American story. He grew up the son of Cuban immigrants in Union City and has risen to become one of 100 United States Senators. He served as Chairman of the Senate Foreign Relations Committee in the 113th Congress. He has earned a national reputation for his international leadership in the Senate, which pairs with his long-time reputation as a fighter for New Jersey families who puts their economic security ahead of powerful special interests. Senator Menendez’s career has been a tribute to his desire to protect the powerless from the powerful and ensure fairness for every American. Bob has been widely recognized for his leadership on promoting safe and healthy families. As a member of the Finance Committee, he has sponsored legislation increasing access to health care, advocated for fairness in the tax code to help middle class families get college educations and be able to retire, and Bob has pushed for trade initiatives to ensure America’s global competitiveness. This event will be held at the offices of Meltzer Lippe, 190 Willis Avenue, Mineola, NY 11501.

February 4, 2018
1:00 PM – 2:00 PM

Meltzer Lippe Offices
3rd Floor
190 Willis Avenue
Mineola, NY 11501

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